Basic roles: Learner, Coach, Author, Admin. You must assign at least one of these roles for the account to be created.

Advanced roles: Tutor, Manager, Course co-author. You will be able to assign these roles once the account has been created. We will show you how to add these roles in the next few sections of the article :)

2 – How do I assign or modify roles?

A – Inviting users via email

From the My Workspace> Users > Add users menu, select the role you want to assign to the new user in the group(s):

B – Setting up an account

From the My Workspace> Users > Set an account menu, select the role you want to assign to the new user in the group(s):

C – Setting up multiple accounts

This feature allows you to create multiples in one go. To make things even easier we have created a CSV template which you can fill in and import onto the platform. This template is attached in this article.

Fill in the following numbers to define the role of each user:

0 = Administrator

1 = Coach

2 = Author

3 = Learner

This role will be assigned within the group you have chosen. To select the group you will have to put in the group ID (click here to find where to get a group ID).

💡Good to know: if you wish to add a user to multiple groups, you will have to fill in one row per role within a group.

D – Modifying a role

You can modify the role of a user at any time by navigating to the My Workplace > Members menu. Click on the profile you want to modify and the new role you want to assign to the user:

Also, you can modify a role directly via the group. Go to the group's settings > Members menu to assign a new role.

3 - Learner

A Learner follows the training programs to which he's been enrolled and can use the platform social features.

Add a manager to a user

Track individual statistics as a manager

You can follow the individual statistics of each user that you are managing.

Open the Dashboard

Click on a user’s profile

Track group statistics as a manager

You can follow the individual statistics of all your managees, in a single window.

Open the Dashboard

Click Groups, then Managees

Scroll down to the section Engagement

11 - Advanced Role: Course Co-Author

A course co-authors helps the main author in the course creation. Co-authors only exist for courses, not for programs.

Co-authors can:

Add an activity to the course

Edit an activity within the course

Remove an activity from a course

Publish the course

You can add co-authors from the course edit mode. Please note that you can only assign users with Author role as co-authors. In other words you need to assign the user as Author from the Users menu before you can appoint them as co-author :)